AS
AS

Aaron Brett Sexton

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
546 advisors
Number of Clients
7,211 clients
Average Client Portfolio
$558K average
Assets Under Management
$4.0B

Fee Structure

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Location

900 Memorial Drive, Pulaski, VA, 24301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron is a school board member for Galax City Public Schools and a board member representative for Southwest Virginia Governor's School. He is also an employee of National Bankshares, INC DBA NBB Wealth Management, providing financial advice, sales of investment, and insurance-related products/services, dedicating about a quarter of his time.

Employment History
Current Registrations
Osaic Institutions, INC.
November 2009 - Present · 16 yrs 3 mos
Osaic Institutions, INC.Broker
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
Bi Investments, LLCBroker
March 2006 - June 2008 · 2 yrs 3 mos
Wachovia Securities, LLCBroker
September 2004 - October 2005 · 1 yr 1 mo
Farmers Financial Solutions, LLCBroker
October 2003 - December 2003 · 2 mos
AXA Advisors, LLCBroker
June 2001 - July 2003 · 2 yrs 1 mo
State Registrations7 states
FLGAMENCSCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.